With four decades of experience serving families, individuals, and businesses, it is Dan’s passion to help others create their best possible futures. He enjoys solving problems and connecting with people.
He works with clients to conduct a financial needs analysis and develops a coordinate strategy that leverages his expertise in premium finance tax strategies; insurance (life, commercial, long-term care, health, home, and auto); annuities; estate planning; retirement planning; business continuation strategies; disability income; and employee benefits/retention services.
Dan serves clients across many U.S. states, including Oklahoma, Texas, Arkansas (License No. 903858), Missouri, Kansas, Colorado, Pennsylvania, Maryland, and Idaho.